Plan for the Future: Bequests and planned gifts

What is planned giving?

1.  Gifts such as trusts and annuities that provide income to the donor.

2.  Gifts such as bequests that are payable upon the donor's death.

What are the benefits of planned giving?

The benefits of planned giving are both personal and financial.  Personally, you can invest in the future of hosipce care in the community, ensuring that your family, friends and neighbors will receive the end-of-life care they deserve.

The financial benefits include:

  • Tax benefits such as deductions, reducing estate tax for heirs and avoiding capital gains tax on appreciated property.
  • May provide a fixed or variable income for donor and donor's beneficiary that may be tax-free, and
  • Can make a large future gift at a small cost.

What forms of planned giving are available to me?

Bequests

Revising your will or adding an addendum to include a charitable gift in the form of cash, stocks or property to Hospice of the Panhandle can continue your impact on thousands of others in the community.

Charitable Annuities and Trusts

There are a variety of charitable trust opitons available that provide annual income to the donor and additional tax benefits while providing hospice care to others.  You may want to talk with your bank's trust officer, accountant, financial planner or estate lawyer for more information about these options for giving.

How do I make a planned gift?

Making a planned gift is quite easy.  Talk to your financial advisor and then contact Hospice at 304.267.1870.  We will walk with you every step of the way as you plan for the future of hospice care in the Eastern Panhandle.

Planned Giving Resources

Planned Giving Cheat Sheet

This simple tools gives the whens, hows and whys of planning a gift.

25 Estate Documents You Need to Put in One Place

This one-page check list helps you organize your important papers so that you know where they are when you need them.

For more information on planned giving,
please contact Maria Lorensen
at 304.264.0406, ext. 1225 or mlorensen@hospiceotp.org.